CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3640銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.06% | -0.10% | +1.10% | |
| 2 | MMM | 3m Co | 株式-資本財 | 3.65% | — | -1.12% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.65% | +0.20% | -1.23% | |
| 4 | USB | US Bancorp | 株式-金融 | 2.36% | — | -0.61% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.01% | — | -1.82% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | — | +3.04% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.14% | -0.14% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.72% | +0.12% | +15.95% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.58% | -0.16% | +2.40% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.40% | — | +0.04% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.35% | — | -0.30% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | -0.24% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.61% | +3.92% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.08% | — | +1.92% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | +0.02% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.14% | -0.49% | |
| 17 | GIS | General Mills INC | 株式-生活必需品 | 1.01% | — | -2.46% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | +0.33% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.09% | +1.95% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +6.35% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | +0.24% | +14.11% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.78% | — | +2.95% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 0.76% | — | -1.56% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | +9.82% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.72% | — | -3.28% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.21% | -0.19% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.71% | — | +5.81% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.70% | — | -0.71% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | +0.73% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.70% | — | -2.22% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | +2.04% | |
| 32 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | +5.29% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -1.46% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -0.00% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +6.43% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.13% | +3.28% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.57% | — | +3.15% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -3.05% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.56% | -0.08% | -2.17% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.07% | +3.62% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | +0.10% | +4.84% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.53% | — | -0.53% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | -1.22% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +0.39% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.05% | +0.30% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | -0.07% | +2.04% | |
| 47 | PCAR | Paccar INC | 株式-資本財 | 0.48% | — | -0.05% | |
| 48 | ECL | Ecolab INC | 株式-素材 | 0.48% | — | -1.87% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -1.26% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | +4.72% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.2% | +15.95% | 増加 |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -1.23% | 減少 |
| 3 | PFE | Pfizer INC | +0.2% | -0.24% | 減少 |
| 4 | JNJ | Johnson & Johnson | +0.1% | -0.14% | 減少 |
| 5 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +40.01% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.1% | +11.54% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.1% | +9.82% | 増加 |
| 8 | T | At&t INC | +0.1% | +2.95% | 増加 |
| 9 | GIS | General Mills INC | +0.1% | -2.46% | 減少 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +14.11% | 増加 |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | -2.22% | 減少 |
| 12 | MBLY | Mobileye Global Inc. | +0.1% | +819.88% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | -0.49% | 減少 |
| 14 | SLB | Slb LTD | +0.1% | +5.29% | 増加 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.35% | 増加 |
| 16 | DVY | Ishares Select Dividend ETF | +0.1% | +5.81% | 増加 |
| 17 | UNH | Unitedhealth Group INC | +0.1% | +3.62% | 増加 |
| 18 | ABBV | Abbvie INC | +0.1% | +2.04% | 増加 |
| 19 | MPC | Marathon Petroleum CORP | +0.1% | +48.35% | 増加 |
| 20 | LLY | Eli Lilly & Co | 0% | -0.19% | 減少 |
| 21 | WMT | Walmart INC | 0% | +4.84% | 増加 |
| 22 | CB | Chubb Limited | 0% | +4.90% | 増加 |
| 23 | TCPA | TransCanada PipeLines Limited 6 | 0% | +15.53% | 増加 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +1.95% | 増加 |
| 25 | UNP | Union Pacific CORP | 0% | +2.39% | 増加 |
| 26 | MDT | Medtronic plc | 0% | -3.27% | 減少 |
| 27 | IEMG | Ishares Core Msci Emerging | 0% | +11.36% | 増加 |
| 28 | MRK | Merck & Co. INC. | 0% | +0.39% | 増加 |
| 29 | NEE | Nextera Energy INC | 0% | +4.73% | 増加 |
| 30 | CPRT | Copart INC | 0% | -0.29% | 減少 |
| 31 | MMM | 3m Co | 0% | -1.12% | 減少 |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +5.39% | 増加 |
| 33 | TIP | Ishares Tips Bond ETF | 0% | +9.35% | 増加 |
| 34 | MO | Altria Group INC | 0% | -0.16% | 減少 |
| 35 | MDY | State Street Spdr S&p Midcap | — | -0.30% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.10% | 増加 |
| 37 | PRGO | Perrigo Company plc | -0.1% | -50.09% | 減少 |
| 38 | GILD | Gilead Sciences INC | -0.1% | -2.03% | 減少 |
| 39 | SRCLEUR | Stericycle INC | -0.1% | -17.85% | 減少 |
| 40 | MCD | Mcdonald's CORP | -0.1% | -1.46% | 減少 |
| 41 | EMR | Emerson Electric Co | -0.1% | -1.56% | 減少 |
| 42 | FEZ | State Street Spdr Euro Stoxx | -0.1% | -93.40% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.1% | +3.92% | 増加 |
| 44 | TGT | Target CORP | -0.1% | -0.53% | 減少 |
| 45 | GVI | Ishares Intermediate Governm | -0.2% | -54.79% | 減少 |
| 46 | AAPL | Apple INC | -0.2% | +2.40% | 増加 |
| 47 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | JAHEUR | Jarden CORP | — | EXIT | 全売却 |
| 50 | SNDK | Sandisk Corporation | — | EXIT | 全売却 |